SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 936 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,311,000 | -16.4% | 29,347 | +0.8% | 0.03% | -9.7% |
| Q1 2022 | $1,568,000 | -9.4% | 29,122 | +91.6% | 0.03% | -6.1% |
| Q4 2021 | $1,730,000 | -51.5% | 15,198 | -55.6% | 0.03% | -54.2% |
| Q3 2021 | $3,564,000 | +25.4% | 34,263 | +25.4% | 0.07% | +22.0% |
| Q2 2021 | $2,842,000 | +9.0% | 27,331 | +0.7% | 0.06% | -1.7% |
| Q1 2021 | $2,607,000 | +1.6% | 27,147 | -3.8% | 0.06% | -4.8% |
| Q4 2020 | $2,566,000 | +8.5% | 28,209 | -3.8% | 0.06% | -4.5% |
| Q3 2020 | $2,365,000 | +10.8% | 29,337 | +1.8% | 0.07% | -1.5% |
| Q2 2020 | $2,135,000 | -49.9% | 28,817 | -58.6% | 0.07% | -55.6% |
| Q1 2020 | $4,261,000 | -5.4% | 69,580 | +9.6% | 0.15% | +3.4% |
| Q4 2019 | $4,502,000 | 0.0% | 63,478 | 0.0% | 0.15% | -0.7% |
| Q3 2019 | $4,502,000 | +18.4% | 63,478 | +17.2% | 0.15% | +16.7% |
| Q2 2019 | $3,802,000 | -21.6% | 54,178 | -24.5% | 0.13% | -19.7% |
| Q1 2019 | $4,852,000 | +38.1% | 71,774 | +22.0% | 0.16% | +21.7% |
| Q4 2018 | $3,513,000 | -7.2% | 58,849 | +8.1% | 0.13% | +18.3% |
| Q3 2018 | $3,786,000 | +12.6% | 54,426 | +5.2% | 0.11% | +0.9% |
| Q2 2018 | $3,362,000 | +101.0% | 51,733 | +95.0% | 0.11% | +83.1% |
| Q1 2018 | $1,673,000 | – | 26,527 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
| Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
| APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
| Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
| Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
| Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
| Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
| MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
| BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
| HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |